§ 13F · FUND PROFILE
Dundas Partners LLP.
AUM · $1.4B (13F)Positions · 31Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$26M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AMAT | APPLIED MATERIALS INC | 253K | $183M | 13.2% | −4% |
| 2 | TSM | TAIWAN SEMICONDUCTOR SP ADR | 265K | $127M | 9.2% | −4% |
| 3 | GOOG | ALPHABET INC CL C | 283K | $100M | 7.2% | −2% |
| 4 | APH | AMPHENOL CORP NEW | 494K | $87M | 6.3% | −6% |
| 5 | ADI | ANALOG DEVICES INC | 192K | $76M | 5.5% | −3% |
| 6 | V | VISA INC CLASS A SHARES | 203K | $70M | 5.0% | +5% |
| 7 | MSFT | MICROSOFT CORP | 171K | $64M | 4.6% | −5% |
| 8 | AXP | AMERICAN EXPRESS CO | 171K | $58M | 4.2% | −3% |
| 9 | ROST | ROSS STORES INC | 239K | $51M | 3.7% | ±0% |
| 10 | TMO | THERMO FISHER SCIENTIFIC INC | 97K | $49M | 3.5% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE DUNDAS SIGNAL
AC read
Dundas Partners LLP is a Other fund managing $1.4 billion in assets. The fund runs a portfolio of 31 positions.
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